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Portfolio (Quarterly) Guide ↗

Vermillion Wealth Management, Inc.

· CIK 0001737012
13F Portfolio $427M AUM 1,786 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1001 New 94 Added 286 Reduced 1019 Exited
Page 7 of 78  ·  1,545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMERICAN FDS GROWTH FUND OF AMER F-3 3,508.0 $309K 0.07% NEW $88.19
122 US TREASUR NT 4.25 12/26UST NOTE DUE 12/31/26 308,000.0 $308K 0.07% NEW $1.00
123 MINNESOTA ST 4 37GO UTX DUE 09/01/37 300,000.0 $307K 0.07% NEW $1.02
124 OSSEO MINN INDPT SC 4 40GO UTX DUE 02/01/40 300,000.0 $303K 0.07% NEW $1.01
125 MANKATO MINN INDPT 4 43GO UTX DUE 02/01/43 300,000.0 $301K 0.07% NEW $1.00
126 BLACKROCK STRATEGIC INCOME OPPS INSTL 30,808.0 $301K 0.07% NEW $9.76
127 MAPLE RIVER MINN IN 4 45GO UTX DUE 02/01/45 300,000.0 $299K 0.07% NEW $1.00
128 PETTUS TEX INDPT SC 4 44GO UTX DUE 08/15/44OID 300,000.0 $299K 0.07% NEW $1.00
129 T. ROWE PRICE CAPITAL APPRECIATION 7,881.0 $298K 0.07% NEW $37.87
130 JPM JPMORGAN CHASE & CO Financial Services 905.0 $296K 0.07% -92.0 -9.2% $327.38 +7.4%
131 IVV ISHARES TR 395.0 $296K 0.07% -98.0 -19.9% $748.36 +2.4%
132 SO SOUTHERN CO Utilities 3,055.0 $292K 0.07% -41.0 -1.3% $95.69 -4.5%
133 CHASKA MINN INDPT S 4 38GO UTX DUE 02/01/38 285,000.0 $291K 0.07% NEW $1.02
134 GIBBON MINN IND 4.125 52GO UTX DUE 02/01/52OID 300,000.0 $291K 0.07% NEW $0.97
135 BNDX VANGUARD CHARLOTTE FDS 5,925.0 $287K 0.07% -3K -33.0% $48.43 -1.6%
136 V VISA INC Financial Services 829.0 $284K 0.07% -117.0 -12.4% $343.11 +6.6%
137 SCHA SCHWAB STRATEGIC TR 7,621.0 $275K 0.07% -2K -21.9% $36.13 -4.1%
138 JPMORGAN CHASE BA 3.9 26CD FDIC INS DUE 12/28/26US 274,000.0 $274K 0.06% NEW $1.00
139 COLUMBIA DISCIPLINED CORE INST2 16,923.0 $271K 0.06% NEW $16.04
140 GIBBON MINN INDPT S 5 43GO UTX DUE 02/01/43 250,000.0 $265K 0.06% NEW $1.06
Page 7 of 78  ·  1,545 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.2%
Financial Services 16.9%
Industrials 15.2%
Healthcare 14.8%
Consumer Defensive 8.0%
Utilities 6.6%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 3.7%
Basic Materials 2.6%